Civic Intelligence

Maxval Tax & Accounting Inc.

Plan context: Maxval Tax & Accounting Inc. Retirement Plan

EIN 99-0438901 • San Jose, CA • 3 filings • 2 plans

1900 Camden Ave., Ste. #101San Jose, CA 95124
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$86,583

2025 Contributions

$43,822

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$201,366$100,683$020242025YearValue
$86,583Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32020242025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$86,583$43,822$21,911iApproximate average salary by contribution assumption: employee only about $547,775 at 4% or $365,183 at 6%; with 50% employer match about $365,183 at 4% or $243,456 at 6%; with 100% employer match about $273,888 at 4% or $182,592 at 6%.
Maxval Tax & Accounting Inc. Retirement Plan-2$86,583$43,822$21,911iApproximate average salary by contribution assumption: employee only about $547,775 at 4% or $365,183 at 6%; with 50% employer match about $365,183 at 4% or $243,456 at 6%; with 100% employer match about $273,888 at 4% or $182,592 at 6%.
202423$201,366$200,722$66,907iApproximate average salary by contribution assumption: employee only about $1,672,683 at 4% or $1,115,122 at 6%; with 50% employer match about $1,115,122 at 4% or $743,415 at 6%; with 100% employer match about $836,342 at 4% or $557,561 at 6%.
MAXVAL TAX & ACCOUNTING, INC. PENSION PLAN-3$140,000$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Maxval Tax & Accounting Inc. Retirement Plan-2$61,366$60,722$30,361iApproximate average salary by contribution assumption: employee only about $759,025 at 4% or $506,017 at 6%; with 50% employer match about $506,017 at 4% or $337,344 at 6%; with 100% employer match about $379,513 at 4% or $253,008 at 6%.